Selma Medical Assoc Inc 401 K Profit Sharing Plan
Sponsored by Selma Medical Associates, Inc. · EIN 541003042 · Plan #002
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 70
- With balances
- 120
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| United Capital Financial Advisors, Llc CRD 134600 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| United Capital Financial | Investment advisory (participants) | $40,481 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $11,335 |
| Tiger's Eye Benefits Consulting | Plan administrator, Consulting (general), Participant communication | $9,425 |